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Carl Spiteri에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Spiteri 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Boomers, Bucks, and Bling Podcast | Ep 5 Challenges Boomers May Have with Social Security and Taxes

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Manage episode 453649192 series 3609976
Carl Spiteri에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Spiteri 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Boomers, Bucks, and Bling Podcast Episode 5: Challenges Boomers Face with Social Security and Taxes with Steve Alpinieri
In this episode, we dive into the challenges baby boomers encounter with Social Security and taxes, featuring expert insights from Steven Alpinieri. Steven is the founder of a full-service CPA firm established in 2010. With a career in public accounting since 1997, he brings extensive experience as a former assurance services partner at a reputable CPA firm.
Steven specializes in preparing complex corporate, partnership, trust, and individual tax returns. His technical expertise extends to performing audits, reviews, and compilations of financial statements, as well as offering consulting services. He has worked with manufacturers, distributors, construction contractors, internet companies, 401(k) audits, and non-profit organizations. Steven has also helped clients save thousands of dollars in taxes by securing various federal and state credits.
Steven Alpinieri holds a Bachelor of Science degree in Accounting from San Diego State University and is a proud member of the California Society of Certified Public Accountants. Tune in to gain valuable tax and Social Security insights tailored for baby boomers.
Steven Alpinieri
steve@sandiegocpasteve.com
https://sandiegocpasteve.com
💬 What questions do you have about reverse mortgages? Comment below!
#ReverseMortgage #SeniorFinance #retirementplanning #taxplanning
🔗 Website: https://www.boomersbucksandbling.com/
🔗 Youtube: https://www.youtube.com/@CarlSpiteri/podcasts
🔗 Spotify: https://open.spotify.com/show/74gbOcYQujuMiUZRPivl4l
🔗 Amazon Music: https://music.amazon.com/podcasts/927e396d-c067-450d-96fd-b431e63671f9/boomers-bucks-and-bling-podcast
🔗 Apple: https://podcasts.apple.com/us/podcast/boomers-bucks-and-bling-podcast/id1774051586

  continue reading

6 에피소드

Artwork
icon공유
 
Manage episode 453649192 series 3609976
Carl Spiteri에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carl Spiteri 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Boomers, Bucks, and Bling Podcast Episode 5: Challenges Boomers Face with Social Security and Taxes with Steve Alpinieri
In this episode, we dive into the challenges baby boomers encounter with Social Security and taxes, featuring expert insights from Steven Alpinieri. Steven is the founder of a full-service CPA firm established in 2010. With a career in public accounting since 1997, he brings extensive experience as a former assurance services partner at a reputable CPA firm.
Steven specializes in preparing complex corporate, partnership, trust, and individual tax returns. His technical expertise extends to performing audits, reviews, and compilations of financial statements, as well as offering consulting services. He has worked with manufacturers, distributors, construction contractors, internet companies, 401(k) audits, and non-profit organizations. Steven has also helped clients save thousands of dollars in taxes by securing various federal and state credits.
Steven Alpinieri holds a Bachelor of Science degree in Accounting from San Diego State University and is a proud member of the California Society of Certified Public Accountants. Tune in to gain valuable tax and Social Security insights tailored for baby boomers.
Steven Alpinieri
steve@sandiegocpasteve.com
https://sandiegocpasteve.com
💬 What questions do you have about reverse mortgages? Comment below!
#ReverseMortgage #SeniorFinance #retirementplanning #taxplanning
🔗 Website: https://www.boomersbucksandbling.com/
🔗 Youtube: https://www.youtube.com/@CarlSpiteri/podcasts
🔗 Spotify: https://open.spotify.com/show/74gbOcYQujuMiUZRPivl4l
🔗 Amazon Music: https://music.amazon.com/podcasts/927e396d-c067-450d-96fd-b431e63671f9/boomers-bucks-and-bling-podcast
🔗 Apple: https://podcasts.apple.com/us/podcast/boomers-bucks-and-bling-podcast/id1774051586

  continue reading

6 에피소드

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